See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,253 | $82,032-30.2% | $123,104-53.5% | $59,632-4.0% |
| Participation rate | 93.8% | 83.2%+10.6pp | 86.8%+7.0pp | 68.7%+25.2pp |
| Annual return | -0.95% | 5.12%-6.1pp | 13.22%-14.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $789 | $3,297-76.1% | $5,151-84.7% | $2,203-64.2% |
| Participant deferral / active EE | $2,845 | $4,667-39.0% | $6,230-54.3% | $3,192-10.9% |
| Admin fee / account holder | $14,080 | $5,881+139.4% | $9,015+56.2% | $4,297+227.7% |